Dan Stedman
Client Service Associate

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Dan is a Client Service Associate at the Beacon Pointe Scottsdale, AZ office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, scheduling, and communicating with clients to provide the highest levels of service. Dan will graduate from Arizona State University’s honors college, Barrett, in May 2026 with a degree in Financial Planning. He was a 2025 summer intern at Beacon Pointe. In his free time, Dan enjoys golfing, skiing, pickleball, and spending time with loved ones.